American Capital Advisory’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Buy |
3,110
+1,997
| +179% | +$113K | 0.09% | 98 |
|
|
2025
Q1 | $62.4K | Buy |
1,113
+5
| +0.5% | +$280 | 0.03% | 157 |
|
|
2024
Q4 | $59.7K | Hold |
1,108
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $64K | Buy |
1,108
+318
| +40% | +$18.4K | 0.04% | 153 |
|
|
2024
Q2 | $37.1K | Hold |
790
| – | – | 0.03% | 172 |
|
|
2024
Q1 | $44.2K | Hold |
790
| – | – | 0.04% | 149 |
|
|
2023
Q4 | $37.1K | Buy |
+790
| New | +$37.1K | 0.03% | 172 |
|